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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $195,590 | $81,504+140.0% | $102,437+90.9% | $80,959+141.6% |
| Participation rate | 60.0% | 66.9%-6.9pp | 74.5%-14.5pp | 67.7%-7.7pp |
| Annual return | 9.32% | 25.60%-16.3pp | 24.95%-15.6pp | 35.67%-26.3pp |
| Employer contribution / active EE | $0 | $3,104-100.0% | $3,871-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $7,792 | $3,871+101.3% | $5,060+54.0% | $4,300+81.2% |
| Admin fee / account holder | $34,509 | $6,719+413.6% | $8,388+311.4% | $6,925+398.3% |